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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2351
49 Wealth Management
Texas
$583K +$162K +510 +37%
ZAM
2352
Zevin Asset Management
Massachusetts
$582K – – –
SWP
2353
Strategic Wealth Partners
Ohio
$581K +$31.2K +98 +6%
MWA
2354
Monograph Wealth Advisors
California
$581K +$596K +1,870 New
PCM
2355
Passive Capital Management
Maryland
$580K +$6.37K +20 +1%
HFS
2356
Hoge Financial Services
Pennsylvania
$580K -$34.1K -107 -5%
OCPWS
2357
One Charles Private Wealth Services
Massachusetts
$579K – – –
OFO
2358
OneAscent Family Office
Alabama
$578K +$111K +347 +23%
MWM
2359
Maridea Wealth Management
New York
$577K -$2.14M -6,714 -78%
FFA
2360
Florida Financial Advisors
Florida
$575K +$10.2K +32 +2%
QPWM
2361
Quadrant Private Wealth Management
Pennsylvania
$575K +$41.7K +131 +8%
TC
2362
Tacita Capital
Ontario, Canada
$573K – – –
SP
2363
Symmetry Partners
Connecticut
$573K +$25.8K +81 +5%
JCM
2364
J2 Capital Management
Michigan
$572K +$20.7K +65 +4%
TCM
2365
TruNorth Capital Management
Michigan
$572K -$6.05K -19 -1%
V
2366
ViaWealth
Kansas
$572K – – –
CSB
2367
City State Bank
Iowa
$569K +$319 +1 +0.1%
CH
2368
Cromwell Holdings
Wyoming
$568K – – –
ACM
2369
Allred Capital Management
Texas
$568K +$7.96K +25 +1%
SIA
2370
Strategic Investment Advisors
Michigan
$567K +$360K +1,131 +163%
PAG
2371
Private Advisory Group
Washington
$566K +$580K +1,822 New
VIPI
2372
Vista Investment Partners II
Indiana
$566K -$147K -462 -20%
CWI
2373
Conscious Wealth Investments
Florida
$564K -$3.82K -12 -0.6%
S
2374
Sunpointe
Missouri
$564K -$20.1K -63 -3%
CNTOF
2375
Canandaigua National Trust of Florida
New York
$563K -$57K -179 -9%
93 94
95
96 97